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市场调查报告书
商品编码
1324303
至 2030 年轻型电动车(LEV) 市场预测:按车型、车辆类别、功率、零部件、用途和地区进行的全球分析Light Electric Vehicles Market Forecasts to 2030 - Global Analysis By Vehicle Type, Vehicle Category, Power Output, Component, Application and By Geography |
根据Stratistics MRC的数据,2023年全球轻型电动车(LEV)市场规模为877亿美元,预计到2030年将达到1907亿美元,预测期内年复合成长率为11.74%。
电动摩托车、电动滑板车、电动自行车和其他类似的交通工具被称为“轻型电动车”(LEV)。它们通常比传统汽车更小、更轻,由电动机和可充电电池供电。电动汽车的例子包括水上和水下导航、公路和铁路车辆、电动飞机和电动太空船。在包括中国和印度在内的亚洲国家,轻型电动车受到青睐,因为传统电动汽车是最后一英里(最后一公里)连接的首选,电动汽车被认为是一种负担得起的个人交通工具,预计将在电气化项目中发挥核心作用。
据澳大利亚政府独立法定机构澳大利亚统计局称,澳大利亚註册电动机车数量将从2020年的1,308辆增加到2021年的2,706辆。
对于 LEV 用户来说,一个节省时间的新习惯是在 LEV 充电站更换电池。 3级电动汽车充电和超快速充电均可在15至30分钟内将电动车充满电,但与LEV不一致。换句话说,电池更换是LEV的一种非常有效的替代方案。蔚来等运营商希望到 2021 年 7 月安装超过 300 个电池更换站,到 2025 年再安装约 4,000 个。中国境外已建成1000多个换电站,全球已使用近290万次。
由于轻型电动车市场仍处于起步阶段,由于激烈的竞争以及与电机、电池、生态系统和其他零件相关的更快更好的技术的大量专利,原始OEM正在努力标准化。我们发现很难开发兼容和普遍兼容的系统和车辆。印度政府的研究和咨询机构印度国家转型研究所 (NITI) Ayog 于 2022 年 8 月起草了一项电池更换政策来解决这一问题。该政策涉及标准化的技术方面,以促进整个电池更换生态系统的互通性,这阻碍了市场的增长。
随着对传统车辆的环境问题持续上升,世界各国政府正在推广使用替代燃料的车辆。轻型电动汽车已成为印度和中国等开发中国家车队的重要结构要素,用途于跨地理边界的客运、最后一英里交付和其他商业用途。荷兰等发达国家希望到 2025 年底在所有商业和政府用途中全面采用零排放电动车。此外,墨西哥等政府在电动汽车采用的多个阶段提供税收优惠,包括车辆购买、充电和基础设施建设。
由于续航里程限制,轻型电动车(LEV)市场一直未能扩大。与内燃机汽车相比,LEV 没有油箱来方便供给和能量存储。与内燃机汽车相比,充满电的电池的续航里程通常较短。大多数电动二轮车,如电动滑板车、电动摩托车和电动自行车,续航里程可达 100 至 120 英里,这使得每天需要骑行超过 100 英里的消费者在购买 LEV 时犹豫不决。此外,工业车辆的电池寿命短、充电时间长,降低了日常使用率。
COVID-19 大流行加速了数字化转型技术的应用。由于客户对环保和安全的交通选择的需求,对 LEV 的需求也猛增。疫情还扰乱了全球供应链,导致零件短缺以及LEV製造和交付的延迟。因此,某些型号的价格上涨并且运输延迟。此外,疫情对经济的影响迫使一些消费者推迟购买,阻碍了市场扩张。
两轮车比三轮车更加敏捷和可操作,使其更适合处理拥挤的大都市地区,并在预测期内占据最大的市场份额。它们也比传统汽车更实惠、更环保,吸引了注重成本的消费者。此外,推动强劲增长预测的主要原因是,由于消费者对环境问题的认识不断增强以及燃料价格上涨,消费者对环保运输解决方案的需求不断增加。
预计商业领域在整个预测期内将出现良好的增长。由于交通拥堵或停车法规而无法使用货车和卡车等传统运输车辆的都市区,非常适合商用轻型电动车(LEV)。电动车可以为传统运输车辆提供更有效、更实惠的替代方案。此外,对于寻求环保和减少碳排放的行业来说,它变得越来越重要。
回顾期内,北美市场占据最大份额,主要由于对环保运输方式的需求不断增加。该地区市场扩张的主要贡献者是美国和加拿大。政府以补贴和税收优惠的形式增加对电动车的支持预计也将支持市场扩张。在该地区,对电动自行车和电动滑板车的需求也不断增长,特别是在交通拥堵问题严重的都市区。福特、通用汽车和其他大公司预计将推动该地区的市场扩张。
由于对廉价和永续交通的需求不断增加,预计亚太地区在预测期内将实现盈利增长。中国市场份额巨大,是该地区最大的轻型电动车市场国家。政府以补贴和税收优惠的形式加大对电动车的支持,推动了该地区的市场扩张。此外,消费者可支配收入的增加和都市化预计将推动市场扩张。该地区对电动滑板车和自行车的需求量很大,尤其是在停车位有限的拥挤都市区。
According to Stratistics MRC, the Global Light Electric Vehicles Market is accounted for $87.7 billion in 2023 and is expected to reach $190.7 billion by 2030 growing at a CAGR of 11.74% during the forecast period. The electric motorcycles, electric scooters, electric bicycles, and other similar modes of mobility is referred to as the "light electric vehicles" (LEVs). Typically, smaller and lighter than conventional cars, these vehicles are propelled by electric motors and rechargeable batteries. Some instances of EVs include surface and underwater watercraft, cars for the road and rail, electric aircraft, and electric spacecraft. In China, India, and other Asian countries that favor their conventional counterparts for last-mile connectivity and perceive them as an affordable mode of personal transportation, light electric vehicles will be at the core of electrification projects.
According to the Australian Bureau of Statistics, an independent statutory agency of the Australian Government, in Australia, registrations for electric motorcycles increased from 1,308 in 2020 to 2,706 in 2021.
A new practice that saves LEV users time involves switching out batteries at the LEV charging stations. Although level 3 EV charging and ultra-fast charging can fully charge an electric vehicle in 15 to 30 minutes, respectively, they are inconsistent with LEVs. So, battery changing is a terrific LEV alternative. By July 2021, businesses like NIO had set up over 300 battery switching stations, and by 2025, they want to have built about 4,000 more. With over 1,000 battery-swapping stations developed outside of China, its stations have been utilized nearly 2.9 million times worldwide.
Since the market for light electric vehicles is still in its infancy, OEMs find it challenging to develop standardized, interchangeable, and universally compatible systems and vehicles due to the intense competition and numerous patents for faster and better technologies related to motors, batteries, ecosystems, and other components. The National Institution for Transforming India (NITI) Ayog, a research and advisory body for the Indian government, drafted the Battery Swapping Policy in August 2022 to address this problem. This policy mentions the technical aspects of standardization that would promote interoperability throughout the battery swapping ecosystem, which leads to the hampering of the market growth.
Governments all across the world are promoting the use of vehicles that run on alternative fuels as environmental worries about conventional automobiles continue to rise. LEVs are being made a required component of operational fleets in developing nations like India and China for uses including geofenced passenger carrying, last-mile delivery, and other commercial objectives. By the end of 2025, developed nations like the Netherlands want to entirely employ electric vehicles with zero emissions for all commercial and governmental uses. Tax incentives are also offered by governments, such as Mexico's, at several EV deployment stages, including vehicle purchase, charging, and infrastructure construction.
Due to range restrictions, the market for light electric vehicles hasn't been able to expand. LEVs lack gasoline tanks for easy refueling and energy storage, in contrast to ICE vehicles. Compared to its ICE counterpart, a fully charged battery has a generally lower range. Consumers who need to go more than 100 miles per day are hesitant to buy LEVs because the majority of electric two-wheelers, such as e-scooters, e-motorcycles, and e-bikes, have a range of up to 100-120 miles. Industrial vehicles also experience short battery life and lengthy recharge times, which reduce their daily utilization.
The COVID-19 epidemic has accelerated the use of technology for digital transformation. Due to customer demand for environmentally friendly and secure modes of transportation, LEV demand has also surged. The epidemic has also hampered the worldwide supply chain, which has led to a scarcity of parts and slowed down the creation and delivery of LEVs. As a result, some models cost more, and shipments are now delayed. Additionally, the pandemic's impact on the economy has forced some consumers to put off buying decisions, which has hampered the market's expansion.
The 2-wheelers held the largest market share throughout the projection period, as they are more agile and maneuverable than three-wheelers and are therefore better suited for handling congested metropolitan areas. They appeal to consumers who are cost-conscious because they are also more affordable and environmentally friendly than conventional vehicles. Additionally, the key reason driving significant growth prospects is the rise in consumer demand for environmentally friendly transportation solutions, as their awareness of environmental issues grows and fuel prices rise.
Commercial segment is expected to have lucrative growth throughout the projection period. Urban regions where traditional delivery vehicles like vans and trucks are unfeasible owing to traffic congestion and parking restrictions are suited for commercial light electric vehicles. They provide a more effective and affordable substitute for conventional delivery vehicles. Moreover, they are also environmentally friendly, which is becoming more and more crucial for industries trying to reduce their carbon footprint.
During the extended period, North America held the largest share of the market, primarily due to the rising demand for environmentally friendly transportation options. The main contributors to market expansion in this region are the United States and Canada. It is also anticipated that rising government support for electric vehicles in the form of subsidies and tax incentives will propel market expansion. In this region, there is a growing need for electric bicycles and scooters as well, particularly in urban areas where traffic congestion is a major problem. Ford, General Motors, and other significant companies are anticipated to propel market expansion in this area.
As a result of the rising demand for inexpensive, sustainable modes of transport, Asia-Pacific is expected to have profitable growth during the forecast period. With a sizeable market share, China is the country in this region with the largest market for light electric vehicles. Market expansion in this area is being fueled by the growing amount of government support for electric vehicles in the form of subsidies and tax benefits. It is also anticipated that increased consumer disposable income and urbanization will fuel market expansion. This region has a very strong demand for electric scooters and bicycles, especially in congested urban areas with limited parking.
Some of the key players in Light Electric Vehicles market include: Borgwarner Inc., BMW AG, Balkancar Record, Auto Rennen India, Auro Robotics, Ari Motors, Alke, American Landmaster, Addax Motors, Aisin Corporation and Accelerated Systems Inc.
In June 2022, Club Car announced the acquisition of Melex, which Garia bought in 2021 to help it expand its utility business, and Garia A/S, a maker of electric street-legal low-speed cars with a focus on the utility, consumer, and golf industries. Based in Poland, Melex is a producer of light utility vehicles.
In April 2022, Sansera Engineering Limited revealed that it has received orders from BMW Motorrad for two packages of 26 aluminum forged and machined parts totaling about USD 37.5 million over a ten-year period. Sansera has built a cutting-edge facility for aluminum forging and machining, including solution heat treatment and anodizing, at one of its sites in Bengaluru, where these parts will be produced.
In March 2022, A subsidiary of Textron Inc., Textron Ground Support Equipment Inc., has announced that it will work with General Motors (GM) and Powertrain Control Solutions (PCS) to electrify its broad range of products. For Textron GSE products alone, GM and PCS have created an integrated driveline that makes use of GM's lithium-ion battery systems. Textron GSE will be able to benefit from GM's expertise in electric propulsion systems thanks to the driveline.
In February 2022, In the United States and Canada, Wallbox N.V. and Polaris Inc. announced a new collaboration. Polaris will sell the 40 Amp version of Wallbox's best-selling charger, the Pulsar Plus, in order to make it even faster for customers to charge their electric vehicles. This revelation comes in the wake of Polaris' recent unveiling of the 2023 RANGER XP Kinetic. Off-road vehicles are a particular fit for Pulsar Plus 40 Amp because to its NEMA connection, which offers greater versatility for agricultural and rural charging areas.
Note: Tables for North America, Europe, APAC, South America, and Middle East & Africa Regions are also represented in the same manner as above.